What should you do before you board a helicopter?
I thought I was pretty savvy about money, but when I met earlier this week with the panelists for Thursday’s free breakfast seminar, Money Mistakes Savvy Businesswomen Should Avoid, I learned how much I don’t know.
This is going to be a great panel, nothing like your typical financial planning seminar. Panelists Lisa Grossman, Tanya Ferreiro, Debbie Morrison, and Ellen Siegel will share personal stories as well as their expertise. We’ll discuss a variety of topics including:
- the changing definition of “emergency” fund
- the longevity trap
- the special issues of non-traditional families, and
- what you should do before you board a helicopter!
We’re busy and we fail to make the the time for sessions like this. That’s one of our major mistakes. I urge you to find time to join us!
Janet Altman is a Marketing Principal at Kaufman Rossin, one of the Top 100 CPA and advisory firms in the U.S.